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Financial Planning

New Financial Planning Opportunities for Same-Sex Couples

On Friday June 26, 2015 the Supreme Court delivered a historic decision that extends the right to marry for same-sex couples in all 50 states.  Prior to the ruling, there were 14 states that prohibited same-sex marriage.  The new ruling offers some significant financial planning opportunities to same sex couples

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Retirement Planning

Top Ten Financial Planning Tips for a Comfortable Retirement

On May 20th, David Letterman ended his legendary run as a late night talk show host logging 6,028 episodes of Late Night with David Letterman and the Late Show with David Letterman in his thirty-three year career. With an interviewing style described by some critics as “acerbic” and “hard-nosed” and

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Retirement Planning
Retirement Planning

Plan for What You Can Control in Retirement

The Employee Benefit Research Institute, a nonprofit research organization, recently released details from its 25th annual Retirement Confidence Survey. The survey was conducted in January and February of 2015 and includes both workers and retirees, ages 25 and up. As is usually the case with each annual survey, the results

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Retirement Planning

Americans Aren’t Saving Enough for Retirement

We have just surpassed the six year mark for our current bull market and while many retirement nest eggs look a lot healthier than they did in 2009, the question that remains largely unanswered is whether they are healthy enough for most Americans to comfortably retire when and how they

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Fiduciary Standard
Fiduciary Rule

How the Fiduciary Standard Protects You

In late February, President Obama gave a 17-minute speech at AARP’s headquarters about an issue that affects the retirement prospects of millions of Americans. In his speech he highlighted the lack of uniform standards and rules of conduct that require financial advisors to act in the best interests of their

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Financial Planning

Lessons to Learn from RadioShack’s Bankruptcy

Most of us over the age of 40 can probably remember a time where RadioShack played a significant role in bringing the latest in electronic goods to consumers. Emerging from humble beginnings as a specialty retailer for radio enthusiasts and hobbyists, RadioShack grew into the leading merchant of electronics in

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News & Events

Calculated Risk Beats Inflation’s Wealth Erosion

by Michael Gordon, The Suit Magazine If there is one trend that has remained constant since the nation’s emergence from the Great Recession’s market corrections of 2007 to 2009, it is that today’s investors do not merely desire transparent transactions from their financial advisers – they expect such. “People have

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Roth IRA
Financial Planning

Using a Roth IRA to Fund Educational Expenses

I believe being a Financial Planner is the greatest occupation in the world (at least for me), and there are numerous reasons why I think that.  One of the reasons near the top of the list is the opportunity to develop creative solutions that truly improve our clients’ lives. One

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Financial Planning

The Folly of Five Star Mutual Fund Investing

When I began my career in the financial planning and investment advisory industry I worked for one of the large brokerage firms in downtown Toledo.  As a trainee in the firm’s development program, I soon befriended another trainee. I will call him Nelson. Like me, Nelson was making a significant career

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Financial Planning

Last Minute Financial Planning for 2014

2014 is quickly drawing to an end, and before we know it the holiday season will be in high gear. Before you get caught up in all of the holiday celebrations and last minute shopping that goes along with the season, let us look at five steps you can take

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Social Security

Retirees Are Taking Social Security Later

The optimal age to begin taking Social Security benefits for retirees will depend on a number of factors and financial considerations. To help determine your optimal age to begin collecting Social Security benefits please give our office a call at 419-878-3934 to schedule a time to discuss your options.

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